瞿宛文的部落格國際經濟情勢
第350期 | 马丁.沃尔夫：“贸易战是阶级战”书评
马丁·沃尔夫 实验主义治理 2020/7/2 https://mp.weixin.qq.com/s?__biz=MjM5MTE0MjQ1Nw==&mid=2650323578&idx=1&sn=0708d55a60a8bca80202b37f33264f2b&chksm=beb61d2c89c1943a4c5fc582acfe595abcbdfa3008ac830df60988b2d023a46d1ff6ca397dca&mpshare=1&scene=1&srcid=&sharer_sharetime=1593703980530&sharer_shareid=e23823d28af965bb971fe12a9fbd24fd&exportkey=AqyH2rQKOJ4c%2BC6pV%2FPdcG4%3D&pass_ticket=Ui10beJSLeQcDHjAIR7OKV29IeInx0Z8yG1hYu9x93DdzvMtcYYBmpXQtreVldgL&wx_header=0#rd 这本新书探讨了为何全球冲突更多来自国家内部的裂痕，而不是国家之间的冲突
Lardy: Despite the rhetoric, US-China financial decoupling is not happening
Nicholas R. Lardy (PIIE) and Tianlei Huang (PIIE) July 2, 2020 11:15 AM https://www.piie.com/blogs/china-economic-watch/despite-rhetoric-us-china-financial-decoupling-not-happening But for all the fireworks over tariffs and investment restrictions, China’s integration into global financial markets continues apace. Indeed, that integration appears on most metrics to have accelerated over the past year. And US-based financial institutions are actively participating in this process, making financial […]
Steven Pressman : Thomas Piketty’s changing views on inequality
real-world economics review, issue no. 92, 103-115, 2020/6/29 This issue: The Inequality Crisis, http://www.paecon.net/PAEReview/issue92/whole92.pdf http://www.paecon.net/PAEReview/issue92/Pressman92.pdf Despite these similarities (of his two books), there are many changes. Gone are r>g and any analysis of inequality that rests on neoclassical economic theory. Capital and Ideology contains a different perspective on the causes of inequality. As its title proclaims, […]
Dean Baker: Fixing capitalism: stopping inequality at its source
real-world economics review, issue no. 92, 48-60, 2020/6/29 http://www.paecon.net/PAEReview/issue92/Baker92.pdf This issue: The Inequality Crisis, http://www.paecon.net/PAEReview/issue92/whole92.pdf 如何改革資本主義？Baker 認為首先應改革專利與著作權現存的制度。例如，此次疫情凸顯了美國醫療體系的問題，其中製藥公司專注追求專利藥的現象，是問題所在，但也是制度造成。因專利藥帶來壟斷利益，藥廠不單有誘因開發專利藥，更有誘因極力推廣其用途，如近年美國極為嚴重的 opioids的危機，成因之一是藥廠誤導醫生。同時這制度鼓勵保密，不分享成果。 而實際上，如何為研發新藥提供資金，是可以有其他的做法，而不是靠藥廠追求專利壟斷利潤。美國政府每年約投入400億美元給NIH做生醫研究，這金額當可擴大來取代私人藥廠所投入的約 750億美元。處方藥及醫療器材的市場極大，牽涉巨大利潤。 這專利及著作權制度給予一些人巨大的利益。若查看全美最富有的百人中(Forbes)，至少有27人主要依靠此等壟斷利益。他們有很大的動力維護他們的利益。 金融產業：這產業占美國GDP的%大幅上升，1970年是0.44%，2018年達到2.35%。如果同意金融業的工作應該服務實質產業，那這數字隱含的意義是金融業的效率大幅下降了，而同時期高級管理層的所得大幅提高了。 網路媒體：1996年美國通過的Communications Decency Act, Section 230, exempts internet intermediaries from being subject to the same rules on libel as traditional media. 這顯然應該修改。
枪与半导体：上一场科技世界大战
原创 陈斯文 阿尔法工场研究院 2020/6/24 https://mp.weixin.qq.com/s?__biz=MjM5MzAzNzE0MQ==&mid=2651478620&idx=1&sn=5e0cf0776671ce1ffd6dfe55be749e50&chksm=bd63d4668a145d70d012e80f68b17c981e65307fa526fc684b991519fc64784aa7956ed2b902&mpshare=1&scene=1&srcid=&sharer_sharetime=1593043569032&sharer_shareid=f14234539e09a08e77a9206f4cc494e3&exportkey=AooVNHr5Uk1nQVQcpQnPkC0%3D&pass_ticket=Oq9YsAVYDH04EK5Y7yO2wLhEBXvhfrPr2%2FsCHY0HRvDbbghc8%2BmdlNMbqIYHKCie#rd 为什么一个人员精良、资源富集、储备雄厚、水平居于前列的工业体系，在短短的二十年里，消失得几近无踪？